Personal Templates

Creating a Personal Template

A personal template is exclusively accessible to the user who creates it. Only the user can customize/edit these templates.

To create a personal template, follow these steps:

1. Click on "Response Templates" in the left-hand menu.

2. Next, click on "Add a Personal Template" to initiate the template creation process.

3. Enter the details for the new template as required and click on “OK”

By following these steps, you can create and utilize your personal templates, ensuring that only you have access to and can use them for your specific needs. This allows for personalized and private template management.

After creating a personal template, it will be listed among the response templates. From there, you have the flexibility to edit, delete, or mark it as a favorite as needed. To view the list of personal templates, simply click on the "Personal" option under the "Filter Templates" section. This convenient categorization allows you to manage and access your personal templates with ease.